We Pursue a Simple Mission:

Learn, build,
share, repeat.

We constantly learn more about investing, build disciplined strategies to capture the best of what we've learned, and share our broad findings with other curious investors.

CORONAVIRUS CONTENT
PHILOSOPHY & PROCESS
FOLLOW OUR RESEARCH
CORONAVIRUS CONTENT
PHILOSOPHY & PROCESS
FOLLOW OUR RESEARCH

O’Shaughnessy Quarterly Investor Letter Q3 2019

By Patrick O’Shaughnessy

In this quarter’s letter, Patrick begins by highlighting the most interesting trend we see inside equity markets today, and finishes by sharing the five key lessons that we’ve learned so far after demoing Canvas for more than 100 advisors and other capital allocators.

Shareholder Yield: A Differentiated Approach to an ‘Efficient’ Market – US Large Cap Value

By OSAM Research Team

At OSAM we focus on Shareholder Yield to build differentiated, alpha-focused strategies in the “efficient” US Large Cap universe. Shareholder Yield is the sum of a stock’s dividend yield (paid over previous twelve months minus special dividends) and the percentage of net share buybacks over the previous twelve months. It is a powerful tool for identifying good management teams. Our approach aims to capture the benefits of both dividends and buybacks to drive positive returns for investors.

OSAM Update: Blizzard, Winter, or Ice Age

By Patrick O’Shaughnessy

The past two weeks have been a brutal market blizzard during what is now almost certainly an economic and investing winter. Blizzards are defined by extreme volatility and uncertainty—and we’ve had historic amounts of both since February 20th.

FIRM

OSAM at a Glance

12 years Managing client money
$5.3B Assets under management and advisement
17 strategies Our model applied: Micro to Large cap; US to Global
85,241 Stocks studied across six decades of history
Managing client money
Assets under management and advisement
Our model applied: Micro to Large cap; US to Global
Stocks studied across six decades of history
SEPARATE ACCOUNT STRATEGIES

Separate Account Strategies

We build portfolios with significant factor advantages in different style segments, market capitalization ranges, and geographic regions. Our portfolios tend to have low excess return correlation with other active strategies, little overlap with market indexes, and low active costs. We have routinely worked with clients to build custom solutions.

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OUR TEAM

Our Team -
Consistency, Creativity, and Alignment

Investment success requires constant exploration, disciplined implementation, and skin in the game. We have built a team dedicated to applying our style of investing for the long term, whose interests are aligned with our clients and fellow OSAM colleagues.

OUR TEAM

Owned by 13 principal employees
Our money is aligned with yours: no personal trading, 100% of our Principals are invested in OSAM strategies
Our principals have been with the firm an average of 11 years.
Jim O'Shaughnessy
Principal, Chairman and Co-Chief Investment Officer, Portfolio Manager

BLOG & RESEARCH

Blog & Research

OSAM is committed to conducting interesting new research on markets and sharing our findings with investors. We want to manage money on behalf of committed, long-term investors, which means sharing what we learn. To follow our journey, you can read, listen and watch.

  • May 2020 Display_On_Osam May 2020
  • May 2020 Rakesh Test blog May 2020
  • May 2020 Backend Testing May 2020

The statements on this page are qualified in their entirety by the disclaimers and limitations contained here.